We operate with the highest levels of professionalism, transparency and corporate governance for our stakeholders.

Alignment of interests with our clients is at the core of what we do.

We understand the challenges and needs of UHNW families.

We operate with the highest levels of professionalism, transparency and corporate governance for our stakeholders.

Alignment of interests with our clients is at the core of what we do.

We understand the challenges and needs of UHNW families.

We strive to give our families exceptional service, focusing on their unique and personal requirements whilst providing all the benefits of operating in a sophisticated, private investment club.

Our families' long-term investment in the company, investing alongside our clients in public and private markets, offers a truly independent full wealth management solution.

KFP is a family-owned investment office serving ultra high-net-worth families to integrate their financial needs.

Meet the Team

Our Difference

Our core competence lies in investment management across public and private markets. Through our open architecture, family networks and management experience we provide our clients with the stability, contacts and expertise to steward and preserve long-term wealth.

  • Experienced team who understands the problems and challenges for UHNW families.

  • We are family-owned – families can become a shareholder of the company.

  • Open architecture – no product push or extra fee layers. No kickbacks. Only best-in-class approach.

  • We can help you build your own SFO under the umbrella of an MFO.

  • Committees with external advisors – Experienced and independent advisors with no financial interest.

  • Experts in administering complex investments and portfolios.

  • Endowment model – we have the experience to help you to define and implement a strategic asset allocation beyond the traditional 60:40 portfolio/financial portfolio.

  • In-house management of portfolios – no additional cost layer for an external asset manager. Greater reporting transparency and control.

  • Skin-in-the-game – at least one partner invests in deals offered to investors. Take comfort that you are advised deals of the highest standard.

  • We manage the majority of our families wealth – trust and confidence in KFP as centre of operations.

  • Control & Reporting – single source of record for complex wealth spread across bankable and non-bankable investments.

  • Network effects – stakeholder generated deal flow providing unique deals that are quality first, not because they are easy to structure or designed for KFP profitability.

Contact Us

Please contact us, and we will be happy to discuss how we can assist you with your long-term goals.

Rue François-Bonivard 6

1201 Geneva, Switzerland

Phone: +41 22 339 00 00

[email protected]

 

We are a member of the European Network of Family Offices – ENFO.

We are members of the Swiss Association of Asset Managers (SAAM) and supervised by the AOOS.

Our ombudsman is the Ombud Finance Switzerland (OFS):
16 Boulevard des Tranchées
1206 Genève

Phone: +41 22 808 04 51

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